BlackRock Lifecycle Prepared 2010 Inv A
100 Bellevue Parkway Wilmington, DE 19809
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Phone: 800-441-7762
| Category: | Target-Date 2000-2014 | | Fund Family: | BlackRock | | Net Assets: | 1.07M | | Year-to-Date Return: | -25.26% | | Yield: | 1.33% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Apr-07 |
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Philip Green
Lead Manager since
24-Apr-07 | | | Green joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. At MLIM, he was responsible for asset allocation and a number of quantitative equity strategies with the Quantitative Advisors group. Prior to joining MLIM in 1999, he was a senior portfolio manager at Bankers Trust Company and led the global asset allocation and managed futures groups. Earlier, he led the currency overlay group. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a balance between long term capital appreciation and high current income. The fund normally invests in underlying funds: 55% in equity funds and 45% in fixed income funds. Variations from the glide path in the target percentage allocation are permitted up to 10%. It may buy or sell options or futures, or enter into total return swaps and foreign currency transactions. It is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.11 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 38.45% |
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| Expense | BAPAX | Category
Avg | | Total Expense Ratio: | 0.59%
| 0.72% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.04% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$1,106 | $899 | | 5 Yr Expense Projection*: |
$1,590 | $1,534 | | 10 Yr Expense Projection*: |
$2,920 | $2,808 |
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2.51% Nasdaq 
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